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Holistic Planning’s Kinder Morgan KMI Stock Holding History

Holistic Planning’s Portfolio KMI Stock Details KMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.2K Sell
538
-5,949
-92% -$192K ﹤0.01% 333
2026
Q1 		$218K Sell
6,487
-976
-13% -$30.5K 0.04% 283
2025
Q4 		$205K Buy
7,463
+217
+3% +$5.86K 0.04% 269
2025
Q3 		$205K Sell
7,246
-820
-10% -$22.4K 0.05% 225
2025
Q2 		$237K Hold
8,066
– – 0.07% 199
2025
Q1 		$230K Hold
8,066
– – 0.08% 173
2024
Q4 		$221K Buy
+8,066
New +$210K 0.08% 160

Other funds holding KMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Holistic Planning's KMI Position: Q2 2026 in Review

Holistic Planning reduced its Kinder Morgan (KMI) stake by 92% in Q2 2026, selling an estimated $192K and leaving 538 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Holistic Planning first reported a position in KMI in Q4 2024 and has held it in 7 quarters since. The position peaked at $237K in Q2 2025. 1,826 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Holistic Planning held 538 shares of Kinder Morgan worth $17.2K as of Q2 2026.
  • Holistic Planning sold 5,949 Kinder Morgan shares in Q2 2026, an estimated $192K.
  • Kinder Morgan made up ﹤0.01% of Holistic Planning's portfolio in Q2 2026, its #333 holding.
  • Holistic Planning first reported a position in Kinder Morgan in Q4 2024 and has held it in 7 quarters since.
  • Holistic Planning's Kinder Morgan position peaked at $237K in Q2 2025.
  • 1,826 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.